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Storylines - Enroll and Monitor Page - How to Enroll and View Participants

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Storylines - Enroll and Monitor Page

 

  1. Storylines Tab
  2. Enroll and Monitor Page
    • How to Enroll Participant
    • Monitor 

 

 

1. Storylines Tab

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 1: Storylines Tab
 
screenshot_-_storylines_dropdown.png
 
  1. Storylines Tab: Choose which Storyline you would like to add content to.

 

 

2. Enroll and Monitor Page

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

 

Image 2: Enroll and Monitor Page
 
screenshot_-_enroll_and_monitor.png
 

1. How to Enroll a Participant

Enroll table shows basic information needed to enroll a participant in your Storyline.

  1. Phone: Enter 10 digit phone number.
  2. Ppt Id: Enter ppt id (optional).
  3. Start Date: Set the participant's start date for the storyline.
  4. Add User: Add participant to the storyline.

2. Monitor

The monitor table shows your enrolled participant and other information and actions available. Please see list below.

  1. Show # entries: Choose between 10, 25, 50, and 100, 100 being the default. This will show a specified number or entries per page.
  2. Copy/CSV/Excel:
    * Copy: Copy table to clipboard.
    * CSV: Download a CSV file.
    * Excel: Download an Excel file.
  3. Search: Type in single characters or phrases to narrow down results of the entries.
  4. Filter: Type single characters or phrases to in text field to narrow down results. These text fields are found above each column. 
  5. Table Headers:
    * Links: Column with actions. (see: 7. Actions)
    * Participant Id: This cell shows the Participant Id, which is editable.
    * Current State: This cell shows the current state of the participant in the Storyline.
    * Phone: Phone number for the participant.
    * Start Date: The storyline start date, which is editable.
    * Day in Storyline: Participants current day in the Storyline, which is calculated from the start date.
    * Last Activity Date: The date and time of the last activity in the Storyline.
    * Last Activity: This cell shows the type of activity that was last done in the Storyline.
    * Tags: This cell shows participant tags, which are editable.
    * Notes: Notes for the participant, which are editable.
    * Date Created: The date and time that the participant was added to the Storyline.
  6. Row Check Box: Select an individual record for possible deletion.
  7. Actions: Dropdown actions for the participant. See article: Storylines - Enroll and Monitor Page - Actions.
  8. Select/Deselect All: Select or deselect all rows in the table. Delete Selected Entries: Delete any row selected via row check box.
  9. Entry Count: Total number of entries on the page.
  10. Previous/1/Next: Buttons for navigating each page.

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